Back to top

Concannon Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 400 Mid Cap Growth ETF $18,000

    Assets

    Assets

    Last updated on Dec. 5, 2019
      • $379.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 854
        Accounts
      • $443.8K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    4

    name start date
    David George Givler
    September 2018
    Brad Lee James Griswold
    September 2011
    Sean Gregory Linder
    September 2013
    William Kenneth Velekei
    August 2016

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Concannon Miller & Co. P.C. -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Brad Lee James Griswold Managing Member / Chief Compliance Officer July, 2011 75% or more
        Anthony Robert Deutsch Member July, 2011 less than 5%
        Anthony Michael Bragano Member July, 2011 less than 5%
        Robert Edward Vitale Member July, 2011 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees